Retirement Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Retirement Group, LLC holds 15,172 shares of SCHB stock, worth $355,176. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,172
Previous 15,803
3.99%
Holding current value
$355,176
Previous $879,000
5.35%
% of portfolio
0.35%
Previous 0.36%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.5 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.4 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.1 Million2.16% of portfolio